Top 7 Best Midcap and Smallcap Mutual Funds to invest now

Stock markets have reached peak now. Many stocks have reached a 52 week high. While all mutual funds have been performing well, mid-cap and small cap mutual funds have performed well and gave amazing returns. What are the best performing mid cap mutual funds that gave the highest returns when markets reached peak? Which are the top mid cap mutual funds which you can invest now? How are your mid cap mutual funds performing?

Top 7 Best Midcap and Smallcap Mutual Funds to invest now

These top 7 mutual funds in India have been analyzed and shortlisted based on several key parameters.

Picked based on highest returns received in the last 5 years.

Since markets have reached the peak, we have considered 6 months returns too while ranking these funds.

Funds, which are rated by Crisil as Rank-1, Rank-2 and Rank-3 which indicates good fundamentals for these top 7 Midcap/small cap mutual funds.

Fund Objective: This fund’s objective is to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies. It invests upto 75% in smaller companies.

Fund Performance: This was my first favorite mid-cap fund, which I have been included in the top 10 funds being recommended. This fund has beaten its benchmark and provided 27% annualised returns in last 5 years.

Why to invest: This fund is rated by Crisil as Rank-1 and Value Research Online as 4 Star. This fund performed well in last 5 years and given 27% annualised return compared to NIFTY free float Midcap 100 of 14%. This fund has limited downturn when markets were volatile and when markets crashed a few months back. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 131,000. One of the best midcap/smallcap mutual fund to invest now.

Top#2: DSP BR Micro Cap fund

Fund Objective: This fund’s objective is to generate long-term capital appreciation from a portfolio of small-cap companies.

Fund Performance: This was my second favorite mid-cap fund, which I have been included in the top 10 funds being recommended. This fund has beaten its benchmark and provided 27% annualised returns in last 5 years.

Why to invest: This fund is rated by Crisil as Rank-1 and Value Research Online as 4 Star. This fund performed well in last 5 years and given 27% annualised return compared to BSE Midcap / Smallcap returns of 10%. Even this fund performed well during volatile markets. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 138,000. One of the top midcap mutual fund one can invest at any time.

Top#3: Mirae Asset Equities Blue Chip Fund

Fund Objective: This fund aims to generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have a market capitalization of at least Rs.100 Crores at the time of investment.

Fund Performance: This is another favorite mid-cap fund, which I have included in last year's top 10 funds. This fund has beaten its benchmark and provided 26% annualised returns in last 5 years.

Why to invest: This fund performed well in last 5 years and given 26% annualised return compared to NIFTY free float Midcap 100 returns of 14%. This fund is rated by Crisil as Rank-1 and Value Research Online as 5 Star. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 127,000.

Top#4: SBI Magnum Midcap fund

Fund Objective: This fund’s objective is to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies.

Fund Performance: This fund has beaten its benchmark and provided 25% annualised returns in last 5 years.

Why to invest: This fund performed well in last 5 years and given 25% annualised return compared to NIFTY Midcap 400 returns of 14%. This fund is rated by Crisil as Rank-2 and Value Research Online as 4 Star. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 128,000.

Fund Performance: This fund has beaten its benchmark and provided 25% annualised returns in last 5 years compared to BSE Smallcap returns of 10%.

Why to invest: This fund performed well in last 5 years and given 25% annualised returns. This fund is rated by Crisil as Rank-2 and Value Research Online as 3 Star. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 127,000.

Top#6: Franklin India Prima fund

Fund Objective: This mutual fund's objective is to invest in mid sized companies.

Fund Performance: This fund has beaten its benchmark and provided 24% annualised returns in last 5 years compared to NIFTY 500 of 12% returns.

Why to invest: This fund performed well in last 5 years and given 24% annualised returns. This fund is rated by Crisil as Rank-2 and Value Research Online as 5 Star. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 120,000.

Top#7: HDFC Midcap opportunities fund

Fund Objective: This mutual fund's objective is to encash opportunities in MNC companies that are operating from India.

Fund Performance: This is one of my favorite mid cap fund. This fund has beaten its benchmark and provided 22% annualised returns in last 5 years compared to Nifty Free Float Midcap 100 of 14% returns.

Why to invest: This fund performed well in last 5 years and given 22% annualised returns. This fund is rated by Crisil as Rank-3 and Value Research Online as 4 Star. If you would have invested Rs 1,000 per month for 5 years through SIP, your invested value would have been Rs 60,000 and your investment would have grown to Rs 115,000. One of the good midcap mutual fund which performed well in longer run.

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Suresh KP i.e. me, have written 1800+ articles on this Blog. I love doing analysis on various Best Investment Plans like mutual funds, Stocks, IPO’s, NCD Bonds, Insurance products. If you like our blog, you can share some of the good articles on your Facebook or Twitter. This would be the BIGGEST gift which you would be giving to us.